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Showing 1 - 10 of 7243 results for "SMA"

VBP names inaugural chief growth officer

VINNY VUCAGO  |  FRIDAY, 25 SEP 2026
Financial planning outsourcing specialist Vital Business Partners (VBP) has created a new executive role focused on expanding advice relationships, winning new clients and strengthening its offering to advice businesses and licensees. Craig Kouimanis ...

Investors jump ship from private markets

VINNY VUCAGO  |  THURSDAY, 24 SEP 2026
Financial advisers are pulling back from private market investments as concerns over liquidity, fees and transparency weigh on allocations, according to VanEck's 2026 Smart Beta Survey. The survey, which received 938 responses from financial professionals ...

Active managers face selection test: Morningstar

VINNY VUCAGO  |  THURSDAY, 24 SEP 2026
The active versus passive debate is increasingly becoming a question of manager selection, with Morningstar finding the best active managers continued to generate excess returns despite passive strategies generally outperforming across most Australian ...

Antares Equities veteran resigns ahead of Janus Henderson takeover

KARREN VERGARA  |  WEDNESDAY, 23 SEP 2026
Antares Equities' portfolio manager and head of fundamentals will conclude a long-serving tenure at the firm and will not transition to its soon-to-be parent company Janus Henderson. John Guadagnuolo has been with Antares Equities for 18 years. ...

Prime Value Opportunities Fund winds up

KARREN VERGARA  |  WEDNESDAY, 23 SEP 2026
Boutique fund manager Prime Value Asset Management has wound up its Opportunities Fund and its Significant Investor Visa (SIV) counterpart. The wind up of the Prime Value Opportunities Fund and Prime Value SIV Opportunities Fund was completed this month. ...

Pacific AM to land SMA solutions Down Under, appoints investment chief

MATTHEW WAI  |  WEDNESDAY, 23 SEP 2026
... (PPS), the related body corporate of Pacific Asset Management (PAM), will bring the latter's separately managed account (SMA) solutions to Australia from the UK, welcoming an industry stalwart to chart the course. Both PPS and PAM are wholly owned ...

ASX to launch overnight repo funding rate

MATTHEW WAI  |  TUESDAY, 22 SEP 2026
The Australian Securities Exchange (ASX) is bringing to life a new interest rate benchmark next week to accommodate the strong growth in the domestic repo market, alongside the continuous reliance on existing rates for funding, lending, derivatives ...

Active strategies a different story in ETFs: MSCI

MATTHEW WAI  |  FRIDAY, 18 SEP 2026
Despite continuous underperformance from active fund managers in recent years, MSCI's new report highlights the sentiment is drastically different when it comes to actively managed exchange-traded funds (ETFs). Australian advisers are increasing their ...

Pengana-WAM feud over PIA comes to an end

KARREN VERGARA  |  FRIDAY, 18 SEP 2026
Wilson Asset Management's (WAM) Geoff Wilson and his allies will exit the board of Pengana International Equities (PIA) following the settlement of the Pengana Capital Group-initiated lawsuit that failed to stop a highly contested buyback. The listed ...

4D Infrastructure moves to Perennial

VINNY VUCAGO  |  WEDNESDAY, 16 SEP 2026
4D Infrastructure will not be joining the other Bennelong Funds Management affiliates that have been sold off to Antipodes Partners and will instead move to Perennial Partners. Perennial will take a shareholding in the business for an undisclosed sum. ...
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